MY MOTIVATIONI recall vividly my first career – I was 10, sat in the passenger seat of my brother's car, and tossed papers to over three hundred clients every day. In bringing the news to households in my town, I learned the value in serving others. In college, I began coaching swimming and found my passion in helping others. I transitioned from my collegiate swimming career to helping high school swimmers pursue their goals and develop skills to succeed. I bring this same passion to helping my clients achieve their unique financial goals. OUR PROCESSI partner with clients who value and recognize the importance of establishing personal financial goals and pursuing a plan to achieve them. When we partner together, I will take the time to understand what is important to you. With a well-established process, I will help you prepare for and live through key phases in life, including preparing for and living through retirement, helping in planning your legacy, providing solutions to protect your income and assets, saving for a variety of goals and passing on your values with your wealth. YOUR TEAMWhen you collaborate with us, your professional team includes direct contact with our office team, whether by phone, in person or web conference, and we have thousands of experts in our corporate offices, plus advanced technology supporting our branch. We also partner with your tax and legal professionals when applicable.BACKGROUNDI earned a B.S. from UC Berkeley and MBA from St. Mary's College of California. After completing my degree at Cal, I embarked on a career at Pacific Bell in sales, finance and corporate development. I became CFO for an IT firm, delivering IBM solutions throughout the U.S. These careers honed the skills that enable me to serve my clients effectively today at Edward Jones.INTERESTSI enjoy spending time with my wife, Suzie, and our three children. We enjoy game nights, walks with our dogs, Marlee and Nala, family trips and a variety of activities in the area. And I still spend time on the pool deck at Ponderosa High, helping young adults in our community attain their goals and develop skills for success.